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Elite Advisory Services

What Makes Us Unique

We are more than just an agency. From strangers to advisers/clients and from advisers/clients to trusted partners, we forge long lasting relationship with our people and this is what keeps us growing stronger each year. We are thankful for our accomplishments.

Our Vision

To be a highly dynamic professional and valuable financial services organization in this region.

Our Mission

In partnership, to assist our clients in achieving their financial objectives through professional advice, service and relevant customized solutions.

The Story Behind Our Establishment

In December 2010, eight Senior Agency Directors with an average of 20 years’ financial services practice decided to pool their resources together to form a Mega Agency. The move was backed by our 80 team members. We are specialised in personal and corporate financial risk management which include insurance planning, retirement and education funding, family wealth preservation and distribution planning, key-man insurance, funded buy-sell agreements as well as corporate solutions and medical insurance.

Insurance, Wealth Management, Financial, Retirement Planning Singapore

 

Aspired To Be A Successful Financial Services Adviser, Let Us Show You How!

Insurance, Wealth Management, Financial, Retirement Planning Singapore

Profile of an Elite Adviser

Competent Skill Set

Both Soft Skill & Knowledge Based – To Learn

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